Deja Vu All Over Again

04/26/24 • 44 min

1 Listener

Garrett Layell & Matthew Dahl a market that continues to be tugged back and forth between the momentum of AI driven growth and recurring fears of higher interest rates to cool off inflation threats, rinse and repeat.

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Bonds Can Be Red Heads (sometimes)

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Garrett Layell & Matthew Dahl discuss the leveling off in the market so far in March, the health in the breadth in the equity market, and how the fixed income market can be harder to predict than the equity market depending on the current point in the cycle.

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Yes-ish, No Mostly

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Garrett Layell and Matt Dahl discuss the tug of war between interest rates and AI fueled economic growth & dive into how one of the best movies of all time helps to drive his model portfolio construction process.